Every material Form 8-K WillScot Holdings filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
WillScot reported third quarter 2026 revenue of $601.3 million, up from $566.8 million a year earlier, and diluted EPS of $0.28 versus $0.24. Adjusted EBITDA fell to $233.6 million from $243.3 million, and its margin dropped to 38.8% from 42.9%. The company raised its 2026 revenue outlook to $2.340 billion but kept its Adjusted EBITDA outlook at $920 million, and it expects mid-single digit percentage Adjusted EBITDA growth in 2027.
Q3 2026 revenue $601.3 million vs. $566.8 million in Q3 2025; net income $51.6 million vs. $43.3 million
Adjusted EBITDA $233.6 million vs. $243.3 million; Adjusted EBITDA margin 38.8% vs. 42.9%; Adjusted diluted EPS $0.29 vs. $0.30
2026 outlook: revenue raised to $2.340 billion; Adjusted EBITDA maintained at $920 million; Net CAPEX outlook $400 million
Paid down $57 million of debt in the quarter; no debt maturities until August 2028; company expects leverage approaching 3.0x as it exits 2027
WillScot Holdings expanded its board from nine to 10 members and elected Donald W. Slager as an independent director, effective October 7, 2026. Mr. Slager was also named to the Audit and Compensation Committees, and the filing says the board determined he is independent under Nasdaq listing standards.
Board increased from nine to 10 members on October 5, 2026 to fill the new seat
Donald W. Slager, former CEO of Republic Services, joins the Audit and Compensation Committees
Slager will be paid under the company's existing non-employee director compensation program
WillScot reported second quarter 2026 revenue of $612 million, up from $589 million a year earlier, and raised its full-year 2026 outlook for revenue and Adjusted EBITDA. Profit measures were weaker: Adjusted EBITDA fell to $228 million from $249 million, and Adjusted Diluted EPS dropped to $0.28 from $0.33, so shareholders face higher revenue alongside lower profit.
Q2 2026 revenue of $612 million, up from $589 million; net income of $47 million versus $48 million a year earlier
Adjusted EBITDA of $228 million at a 37.2% margin, down from $249 million and 42.3% a year earlier; Adjusted Diluted EPS $0.28 versus $0.33
2026 outlook raised to $2.3 billion in revenue and $920 million in Adjusted EBITDA; Net CAPEX outlook raised to $375 million
Total debt of $3,495 million at June 30, 2026; no debt maturities until August 2028
At its June 5, 2026 annual meeting, WillScot stockholders approved the 2026 Incentive Award Plan, which replaces the 2020 plan for equity awards granted on or after that date and authorizes up to 5,705,781 common shares. All nine director nominees were elected, and the advisory say-on-pay vote passed. The filing describes routine governance votes and does not report financial results.
The 2026 Plan authorizes up to 5,705,781 shares; no further awards will be made under the 2020 Plan.
All nine director nominees were elected to terms expiring at the 2027 annual meeting.
Advisory say-on-pay vote: 162,254,222 for and 4,185,472 against.
Ernst & Young LLP was ratified as independent auditor for the fiscal year ending December 31, 2026, with 172,744,598 votes for.
WillScot reported first quarter 2026 revenue of $549 million, down from $560 million a year earlier, and net income of $28 million, down from $43 million. The company nonetheless raised its full year 2026 outlook to $2.250 billion in revenue and $915 million in Adjusted EBITDA, citing improving demand from larger projects, while saying it has not seen improved demand across local markets.
Q1 2026 revenue $549 million vs. $560 million in Q1 2025; diluted EPS $0.15 vs. $0.23
Adjusted EBITDA $211 million vs. $229 million; Adjusted EBITDA margin 38.5% vs. 40.9%
2026 outlook raised to $2.250 billion revenue, $915 million Adjusted EBITDA and $325 million Net CAPEX
Total debt reduced by $76 million in the quarter to $3.514 billion
WillScot reported fourth-quarter 2025 revenue of $566 million, down from $603 million a year earlier, and a net loss of $187 million, driven mainly by a $302 million non-cash restructuring charge tied to its Network Optimization Plan. The company also gave 2026 guidance of approximately $2.175 billion in revenue and $900 million in Adjusted EBITDA, compared with $2.28 billion and $971 million for full-year 2025.
Q4 2025 diluted EPS was $(1.03) versus $0.48 a year earlier; Adjusted Diluted EPS was $0.29 versus $0.49.
The $302 million restructuring charge reflects accelerated depreciation on rental equipment identified for abandonment; the Board approved the plan on December 18, 2025.
The plan is expected to reduce annual real estate cost increases by approximately $25 million to $30 million over the next four years.
Full-year 2025 net loss was $53 million, and the company paid down $146 million of debt.
WillScot Holdings disclosed a Separation and Release Agreement with Hezron Lopez, its Executive Vice President, Chief Legal & Compliance Officer & ESG, signed January 14, 2026. His employment ends February 6, 2026, and he is set to receive severance as a termination without Cause under his 2022 employment agreement. The filing notes that certain benefits depend on him signing and not revoking a release of claims after his termination date.
Hezron Lopez's employment ends February 6, 2026 (the Termination Date).
Separation and Release Agreement entered into January 14, 2026.
Severance follows a termination without Cause under his Amended and Restated Employment Agreement dated June 6, 2022.
Certain compensation and benefits require Lopez to sign and not revoke a release of claims after the Termination Date.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every WillScot Holdings filing is on SEC EDGAR ↗. 8-K briefs of other companies →